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At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products.
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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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We believe that property fundamentals are largely driven by local property factors and have team members located in asia pacific, europe and the united states.
Our head of global property securities, stephen hayes explains the benefits of investing in property securities and discusses property performance in a rising interest rate environment.
Our head of global property securities, stephen hayes, introduces the strategy and tells us more on how the strategy is predominantly invested in residential assets and logistics assets. both of those two asset types make up over 50% of the portfolio.
Watch our head of global property securities, stephen hayes, discuss the key characteristics of the strategy, characterised by investments in high quality real estate within the world’s most bustling cities. find out more about the potential benefits of investing in pro...
Our head of global property securities, stephen hayes discusses how the team are positioning the portfolio post-covid
Investing with regard to environmental, social and governance considerations is not new to us. our head of global property securities explains how these factors directly influence stock selection and portfolio construction.
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. both interest rates and inflation have risen sharply. there is a growing consensus that much of the world will shortly be experiencing slowing economic growth. understandably, i...
As more carbon emission regulation comes in globally – as we expect it will – real estate investment trusts (reits) with emission reduction plans are likely to be better-placed than their peers as the cost of carbon increases.
There were a number of structural trends leading up to the Covid pandemic that were all very well understood. And the pandemic has given rise to some newer emerging trends. And what is central to the majority of these trends is the rapid advancement and continued adoption of technology which is d...
Wir haben eine umfangreiche Analyse unseres REIT-Portfolios mit ausgereiften, intern entwickelten Modellen durchgeführt, und wir verteilen unser Kapital an Vermieter, die sich der Emissionsreduzierung verschrieben haben. Wir glauben, dass Immobilieninvestoren auf diese Weise eine wichtige Rolle b...
Credit portfolios with genuine environmental social and governance (esg) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. while governments globally...
Diese Megatrends werden sich voraussichtlich über Jahrzehnte erstrecken und große Auswirkungen auf die Immobilienbranche haben. Einigen Sektoren wird dies Auftrieb verleihen, während andere einem grundlegenden Wandel unterliegen. Die folgenden Trends, die sich bereits 2020 abgezeichnet haben, wer...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
Achieving net-neutral carbon development within the listed real estate sector requires comprehensive measurement of embodied carbon emissions, the implementation of embodied carbon reduction targets within development programmes and carbon offsets.
Regelmäßige Updates, Research-Papiere, Anlagestrategien und Denkanstöße von einigen der führenden Anlageexperten von First Sentier Investors
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
We believe real estate securities will be supported by a global economic recovery in 2021, underpinned by highly accommodative governments and central banks and the gradual normalisation of commercial and social activity as the world is progressively inoculated against covid-19.
Investing in property securities provides investors with an opportunity to exploit trends in various property sectors through the listed property trust market, without the significant transaction costs that typically apply when investing in direct property.
East Cermak has over 1.1 million square foot of gross lettable area and draws on over 100 megawatts of power from three separate grids. To put its power output in perspective, it’s the equivalent of the amount of power used by 100,000 households.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
Demand has remained strong across airports and toll roads globally. this strong demand seems somewhat counter-intuitive to the uncertain economic outlook and significant cost of living pressures throughout the world.
What are your thoughts on the increasing regulation risk of investing in china? firstly, regulations are nothing new — it has always been a part of the investment equation. if we look at hong kong or singapore for example, the government would introduce new regulations on the property mark...
Climate change and global warming pose systemic risks to society and the global economy. it impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
global listed infrastructure companies outperformed both global equities and bonds in 2022. we believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before.
In september 2023, i met more than 30 global listed infrastructure companies and stakeholders from the uk, europe and china. the following travel diary summarises my impressions and findings from these meetings.
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